Tag: retirement plan investing

Education Among Advisers About CITs Is Needed: Cerulli

While they have grown at a compound annual growth rate of 7.25% a year in the past five years, if advisers were better educated about them and if the transparency issue could be addressed, that growth could rise significantly, according to the research firm.

Investment Product and Service Launches

John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.

Nudging Participants to Rebalance Portfolios

For those plans where participants are left to make investment decisions on their own, experts agree, it is critically important for advisers to educate them about the proper diversification.